Jerome Pasichow is a financial advisor at Equity Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Guardian Life and Park Avenue Securities. Outside of his advisory role, he volunteers with the Econ Vitality Committee of the Metuchen Downtown Alliance, assisting local businesses with accessing public funds. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using a combination of long-term strategies and third-party asset managers, serving clients through both discretionary and non-discretionary arrangements.

Rachel Cecere is a financial advisor at Equity Services, Inc. with five years of industry experience. She holds a Series 66 designation and has worked with Integrated Financial Concepts and National Life Group since 2020. Cecere is involved in pension education and special needs planning, focusing on helping public school employees and professionals with pensions. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines multiple advisory platforms with a range of investment strategies and offers both discretionary and non-discretionary management options.

Kathleen Nolan is a financial advisor at AE Wealth Management, LLC with 28 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at firms including Global Financial Private Capital and Family Focus Private Wealth LLC. Nolan is also the president and owner of Family Focus Financial Group and serves as marketing director for Sage Tuition Rewards. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary management, financial planning, and consulting services.

Steven Foerschl is a financial advisor with Equity Services, Inc. He holds the ChFC® designation and Series 63 license and has 43 years of industry experience. His career includes long tenures at MetLife Securities Inc. and related firms since 1974, with his current roles at Equity Services, Inc. and Integrated Financial Concepts LLC beginning in 2017. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Francis Detota is a financial advisor with Equity Services, Inc., holding a Series 63 designation and 17 years of industry experience. He has been with Equity Services since 2011 and is also an insurance sales agent affiliated with National Life Insurance. He serves on the advisory board of St. Benedict Roman Catholic Church and School, participating in monthly financial council meetings. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms with both discretionary and non-discretionary management options and integrates long-term investment strategies with opportunities for specialized trading.

Alfred Polizzotto III is a CFP®-certified financial advisor with 28 years of industry experience. He is currently affiliated with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2025. Prior to joining Kestra, he worked at Commonwealth Financial Network for nine years and managed his own firm, Polizzotto & Polizzotto, for nearly three decades. In addition to his advisory work, he manages a law firm and is involved in selling life and long-term care insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and investment advice, with a focus on large institutional investors and complex investment solutions.

Matthew Derby is a financial advisor with Guardian Life, holding a Series 66 designation and having two years of industry experience. His prior work includes roles at Park Avenue Securities, Planning Alliance, LPL Financial, Alcove Private Wealth, and Putnam Investments. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, along with access to insurance products and alternative investments.

Drew Bukowiec is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has previously worked at Aon and the New York Jets. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to a range of clients including individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Jeanne Moir is a Series 66-licensed financial advisor with over 14 years of industry experience. She is affiliated with Guardian Life and Park Avenue Securities, where she has worked since 2012. Outside of her advisory role, she is involved in several nonprofit and community organizations, serving as a board member for Play2Win, president of a local networking group, and founder of a volunteer blood drive initiative. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services supported by proprietary and third-party investment platforms, combining advisor-led discretionary management with model-based strategies.

Mark Lowe is a CFP® and ChFC® credentialed financial advisor with 41 years of industry experience. He has been with Guardian Life since 2010, following prior roles at International Planning Alliance and First Montauk Securities Corp. He is also the president of The Conservative Advisor LLC and is authoring a book on financial products. Guardian Life’s subsidiary, Park Avenue Wealth Management, offers brokerage and advisory services to individuals, businesses, and organizations, combining discretionary management with model-based strategies and providing access to insurance and alternative investment products.

Gregory Campanile is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Guardian Life and Park Avenue Securities since 2015. Outside of his advisory role, he is involved in a health insurance group benefits business. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm blends advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions.

Daniel Mueller is a financial advisor at Eagle Strategies (NY Life) with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with firms including GM Wealth Partners, LLC and Podell Financial Group, LLC. Outside of his advisory work, Mueller is involved in several nonprofit and community activities, serving as a board member for David's Dream and Believe Cancer Foundation and the Robin Mainardi Scholarship Fund, and operates a music production business. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a variety of program types and emphasizes tailored recommendations, managing the vast majority of regulatory assets on a non-discretionary basis while maintaining fiduciary responsibilities to retirement investors.

Kevin Charos is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Janney Montgomery Scott since 2001. Outside of his advisory role, he serves as a co-executor of a will and manages a family limited partnership related to estate planning. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple program platforms.

Joslain Joseph is a financial advisor at Oppenheimer with 19 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2016. Prior to that, he was with Merrill from 2008 to 2016 and Ameriprise from 2007 to 2008. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services that include strategic and tactical asset allocation, manager selection, and retirement consulting across discretionary and non-discretionary accounts.

Ishaan Maisuria is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has two years of industry experience and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Schwartz is a financial advisor with Guardian Life and holds a Series 66 designation. He has 19 years of industry experience, including extensive work at Park Avenue Securities and Guardian Life Insurance Company. He is also the single member of Schwartz Planning Group, LLC, an active business separate from his work at Guardian Life. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships combining advisor-led discretionary management, model-based strategies, and access to proprietary and third-party investment solutions.

Joseph Falisi is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Ameritas Advisory Services since 2021, Mulberry Lane Advisors since 2016, and Independent Financial Solutions since 2015. Falisi is also involved in managing and training agents in the sale of life insurance and annuities and develops personalized Social Security claiming strategies through his other business activities. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of portfolio management options utilizing model portfolios, mutual funds, ETFs, interval funds, and individual securities, supported by multiple program platforms and third-party technology.

Jason Basso is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at NYLife Securities LLC and New York Life Insurance Co, as well as positions outside finance with Disney, Conde Nast/Vanity Fair, and CNN/Time Warner. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis, with a focus on fiduciary responsibilities to retirement investors.

Patrick Burgdorf is a financial advisor at Citizens Securities, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Citizens Securities, he worked at TIAA-CREF for 32 years and held positions at WestPark Capital, Inc., Cetera, and Investors Bank. Outside of his advisory role, Burgdorf serves as a volunteer firefighter and treasurer for the Exempt Firemen's Association of Deal. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, with a focus on ETF-based portfolios through its proprietary digital advisory platform and managed account programs.

James Mcateer is a financial advisor at Equity Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Metropolitan Life Insurance Company and Mass Mutual Investors Services. In addition to his advisory role, he is involved in insurance sales, marketing and servicing disability income policies. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers a range of advisory platforms, incorporating long-term investment strategies with options for shorter-term trading and specialized instruments.